DESCRIPTION
The course will explore the role of tax practitioners in helping clients minimize tax liabilities through proactive planning. Participants will gain a comprehensive understanding of various tax planning frameworks and learn how to apply these frameworks to real-world client scenarios. Through group exercises and practical examples, attendees will develop the skills needed to analyze client situations, identify tax-saving opportunities, and implement effective tax strategies.
LEARNING OBJECTIVES
- Understand the role of tax practitioners in tax planning and how they can integrate tax strategies into client services.
- Examine various tax planning frameworks and their applications in different tax scenarios.
- Apply tax planning frameworks to real-world client situations to identify potential tax-saving opportunities.
